About Us

Having met in the 1990s whilst training for their professional examinations in a small chartered accountancy firm in Clifton, Bristol, both Lee and Sam have extensive experience in general accountancy practice. Lee worked in general accountancy, then taxation, before becoming the manager of the audit department. It is this breadth of experience that guarantees you a quality service.

Our aim is to be approachable and friendly, we enjoy listening and talking to our clients, both personally and professionally. Our clients are comfortable calling or emailing us whenever they need. We are proud to be the first call when our clients need advice, and in the rare instance that we are unable to help, we have a large network of other professionals with specialist expertise who we work with when necessary.

We do not quote fees on a generic basis as the level of work required can vary significantly from client to client. Therefore, we are more than happy to offer a free initial meeting to discuss your needs and our charges. In the meantime here are a few key things you should know:

We provide fixed fees, in advance

Unlimited advice is included in the fee

We are fully qualified and insured professionals regulated by the Association of Chartered Certified Accountants